BSW Wealth Partners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
3,707
-52
| -1% | -$16K | 0.16% | 78 |
|
|
2025
Q1 | $1.15M | Buy |
3,759
+38
| +1% | +$11.6K | 0.17% | 74 |
|
|
2024
Q4 | $1.09M | Buy |
3,721
+104
| +3% | +$30.4K | 0.16% | 80 |
|
|
2024
Q3 | $1M | Sell |
3,617
-55
| -1% | -$15.2K | 0.15% | 75 |
|
|
2024
Q2 | $876K | Buy |
3,672
+29
| +0.8% | +$6.92K | 0.14% | 82 |
|
|
2024
Q1 | $910K | Sell |
3,643
-130
| -3% | -$32.5K | 0.15% | 83 |
|
|
2023
Q4 | $879K | Sell |
3,773
-158
| -4% | -$36.8K | 0.17% | 76 |
|
|
2023
Q3 | $946K | Sell |
3,931
-335
| -8% | -$80.6K | 0.21% | 66 |
|
|
2023
Q2 | $938K | Buy |
4,266
+29
| +0.7% | +$6.37K | 0.2% | 68 |
|
|
2023
Q1 | $943K | Sell |
4,237
-251
| -6% | -$55.9K | 0.19% | 72 |
|
|
2022
Q4 | $1.07M | Buy |
4,488
+16
| +0.4% | +$3.82K | 0.23% | 63 |
|
|
2022
Q3 | $1.01M | Buy |
4,472
+206
| +5% | +$46.6K | 0.25% | 50 |
|
|
2022
Q2 | $896K | Buy |
4,266
+200
| +5% | +$42K | 0.21% | 63 |
|
|
2022
Q1 | $925K | Buy |
4,066
+255
| +7% | +$58K | 0.23% | 58 |
|
|
2021
Q4 | $940K | Buy |
3,811
+675
| +22% | +$166K | 0.24% | 61 |
|
|
2021
Q3 | $627K | Buy |
3,136
+985
| +46% | +$197K | 0.18% | 80 |
|
|
2021
Q2 | $427K | Buy |
2,151
+105
| +5% | +$20.8K | 0.12% | 113 |
|
|
2021
Q1 | $386K | Buy |
2,046
+61
| +3% | +$11.5K | 0.11% | 109 |
|
|
2020
Q4 | $350K | Buy |
+1,985
| New | +$350K | 0.11% | 109 |
|
|
2020
Q1 | – | Sell |
-1,901
| Closed | -$324K | – | 112 |
|
|
2019
Q4 | $324K | Buy |
+1,901
| New | +$324K | 0.11% | 90 |
|